New ReleaseOBCRM Enterprise 2.0 with Rule-Based Lead Scoring & Global Multi-Branch Governance.Explore Features
Designed specifically to run recruitment consultancies
OBCRM replaces single-purpose software silos with a unified operating system that links counselors, accountants, application officers, and global branch networks securely.
Zero lead response latency
Lead Operations & Auto-Routing
Centralize prospective student leads from public web forms, QR-code intake, website routing portals, and incoming WhatsApp lines instantly. Deploy multi-branch workload-balancing rules to distribute inquiries to active branch counselors immediately.
- Real-time webhook ingestion links
- Capacity-balanced branch routing rules
- Duplicate verification and transcript matching checks
- Instant SLA alert escalation when leads sit idle
Lead Operations Feed
ACTIVEWeb Form Ingestion: Aarav Sharma
AssignedWhatsApp Thread: Sneha Patel
Hot SLAWeb Form Checkpoint: Anita KC
RoutedGranular multi-tenant isolation covers all values in this module.
Connect instantly inside the customer interface
WhatsApp Business Inbox Integration
Integrate your twilio WhatsApp API credentials in under 10 minutes. Every inbound client inquiry automatically maps to a candidate profile card, preserving detailed text logs, file uploads, and follow-up threads. Reply directly from the centralized desk.
- Automatic profile creation from inbound WhatsApp messages
- Centralized team mailbox thread visibility
- Interactive quick-response template menus
- Direct student attachment routing to folders
WhatsApp Endpoint Logs
ACTIVE1. Register Twilio webhook URL
Verified2. Ingest inbound chat token
Success3. Auto-populate candidate profile
CreatedGranular multi-tenant isolation covers all values in this module.
Track student portfolios with compliance rules
Admissions & Intake Engine
Coordinate academic applications across global intakes. Follow document reviews, conditional offer letter compliance, bank wire verifications, and pre-departure updates. Restrict view scopes by branch office to safeguard data.
- Country-specific visual intake boards
- Task reminders tied to intake deadlines
- Historical event logging per candidate profile
- Isolated branch-level counselor scope settings
app.obcrm.net/tenant/dashboard
Standardize actions across all teams
Visual Workflow Automations
Construct triggers, filters, and action chains without writing code. Define rules to send automatic WhatsApp templates, escalate idle leads, notify supervisors of SLA breaches, and generate document checklist schedules instantly.
- Visual trigger → condition → action planner
- Auto-escalate alerts when tasks sit past SLA limits
- Pre-configure WhatsApp templates with client merge tokens
- Granular execution logs for audit compliance review
app.obcrm.net/tenant/automations
Zero missing paperwork at submission
Compliance Document Vaults
Build required file checklists customized by destination country and program subclass. Counselors verify, accept, or flag uploads directly in the candidate interface, eliminating document scattering.
- Custom document checklists by destination country
- Document expiry tracking with calendar warning logs
- Granular download and upload permission checkpoints
- Accept / Reject verification workflow loops
Checklist Compliance Monitor
ACTIVECertified Academic Transcripts
VerifiedStatement of Purpose (SOP) draft
RejectedBank solvency proof folder
ReviewGranular multi-tenant isolation covers all values in this module.
Audit payments and commissions cleanly
Double-Entry Finance Ledgers
Log installment billing items, track commission splits with sub-agent partners, verify student wire receipts, and track university payout rates. Financial tasks require senior accountant sign-off before unlocking next student stages.
- Multi-currency ledger logs with audit locks
- Auto-compute commission splits by partner tiers
- Verification locks prevent premature visa processing
- Comprehensive revenue and intake ledger dashboards
Ledger Audit Checkpoints
ACTIVEStudent Deposit: UTS Sydney
VerifiedSub-agent commission split calculation
LockedPending bank receipt verification
PendingGranular multi-tenant isolation covers all values in this module.
Adopt a secure operating infrastructure
Stop losing transcript packets and tuition slips. Schedule a customized operations consultation with our B2B team today.